The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALKAMI TECHNOLOGY INC COM 01644J108 143 10,000 SH   SOLE 0 10,000 0 0
AMPLITUDE INC COM CL A 03213A104 2,490 135,100 SH   SOLE 0 135,100 0 0
AGORA INC ADS 00851L103 1,205 121,234 SH   SOLE 0 121,234 0 0
APPLOVIN CORP COM CL A 03831W108 551 10,000 SH   SOLE 0 10,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 16,698 25,000 SH   SOLE 0 25,000 0 0
AVIDXCHANGE HOLDINGS INC COM 05368X102 644 80,000 SH   SOLE 0 80,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 6,528 60,000 SH   SOLE 0 60,000 0 0
BLEND LABS INC CL A 09352U108 342 60,000 SH   SOLE 0 60,000 0 0
BRAZE INC COM CL A 10576N102 3,492 84,198 SH   SOLE 0 84,198 0 0
CONFLUENT INC CLASS A COM 20717M103 21,365 521,100 SH   SOLE 0 521,100 0 0
COUPA SOFTWARE INC COM 22266L106 8,130 80,000 SH   SOLE 0 80,000 0 0
SALESFORCE COM INC COM 79466L302 16,986 80,000 SH   SOLE 0 80,000 0 0
SPRINKLR INC CL A 85208T107 2,261 190,000 SH   SOLE 0 190,000 0 0
DATADOG INC CL A COM 23804L103 19,734 130,286 SH   SOLE 0 130,286 0 0
DOCUSIGN INC COM 256163106 47,733 445,600 SH   SOLE 0 445,600 0 0
ENFUSION INC CL A 292812104 134 10,500 SH   SOLE 0 10,500 0 0
ELASTIC N V ORD SHS N14506104 55,505 624,000 SH   SOLE 0 624,000 0 0
EXPENSIFY INC COM CL A 30219Q106 4,127 235,000 SH   SOLE 0 235,000 0 0
FIVE9 INC COM 338307101 7,728 70,000 SH   SOLE 0 70,000 0 0
JFROG LTD ORD SHS M6191J100 38,204 1,417,588 SH   SOLE 0 1,417,588 0 0
FRESHWORKS INC CLASS A COM 358054104 12,006 670,000 SH   SOLE 0 670,000 0 0
IRONSOURCE LTD CL A ORD SHS M5R75Y101 288 60,000 SH   SOLE 0 60,000 0 0
JAMF HLDG CORP COM 47074L105 2,437 70,000 SH   SOLE 0 70,000 0 0
LYFT INC CL A COM 55087P104 8,448 220,000 SH   SOLE 0 220,000 0 0
MARQETA INC CLASS A COM 57142B104 3,367 305,000 SH   SOLE 0 305,000 0 0
NEW RELIC INC COM 64829B100 3,010 45,000 SH   SOLE 0 45,000 0 0
NCINO INC COM 63947X101 18,646 455,000 SH   SOLE 0 455,000 0 0
CLOUDFLARE INC CL A COM 18915M107 28,326 236,645 SH   SOLE 0 236,645 0 0
NETFLIX INC COM 64110L106 16,857 45,000 SH   SOLE 0 45,000 0 0
SERVICENOW INC COM 81762P102 58,975 105,900 SH   SOLE 0 105,900 0 0
OKTA INC CL A 679295105 53,591 355,000 SH   SOLE 0 355,000 0 0
OLO INC CL A 68134L109 265 20,000 SH   SOLE 0 20,000 0 0
UIPATH INC CL A 90364P105 3,252 150,640 SH   SOLE 0 150,640 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 580 10,000 SH   SOLE 0 10,000 0 0
PAYPAL HLDGS INC COM 70450Y103 1,157 10,000 SH   SOLE 0 10,000 0 0
QORVO INC COM 74736K101 27,240 219,500 SH   SOLE 0 219,500 0 0
RINGCENTRAL INC CL A 76680R206 19,926 170,000 SH   SOLE 0 170,000 0 0
SCHRODINGER INC COM 80810D103 4,436 130,000 SH   SOLE 0 130,000 0 0
SNOWFLAKE INC CL A 833445109 29,787 130,000 SH   SOLE 0 130,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 11,329 85,000 SH   SOLE 0 85,000 0 0
ATLASSIAN CORP PLC CL A G06242104 14,310 48,700 SH   SOLE 0 48,700 0 0
TOAST INC CL A 888787108 652 30,000 SH   SOLE 0 30,000 0 0
TESLA INC COM 88160R101 80,276 74,495 SH   SOLE 0 74,495 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 144,713 1,388,000 SH   SOLE 0 1,388,000 0 0
TWILIO INC CL A 90138F102 117,839 715,000 SH   SOLE 0 715,000 0 0
UNITY SOFTWARE INC COM 91332U101 49,952 503,500 SH   SOLE 0 503,500 0 0
VEEVA SYS INC CL A COM 922475108 1,062 5,000 SH   SOLE 0 5,000 0 0
VIMEO INC COMMON STOCK 92719V100 6,217 523,300 SH   SOLE 0 523,300 0 0
WORKDAY INC CL A 98138H101 50,766 212,000 SH   SOLE 0 212,000 0 0
WALKME LTD ORD SHS M97628107 2,188 145,000 SH   SOLE 0 145,000 0 0
QUALTRICS INTL INC COM CL A 747601201 12,562 440,000 SH   SOLE 0 440,000 0 0
CLEAR SECURE INC COM CL A 18467V109 3,763 140,000 SH   SOLE 0 140,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 29,190 249,000 SH   SOLE 0 249,000 0 0
CONFLUENT INC CLASS A COM 20717M103 1,230 30,000 SH Call SOLE 0 30,000 0 0
DOCUSIGN INC COM 256163106 12,854 120,000 SH Call SOLE 0 120,000 0 0
JFROG LTD ORD SHS M6191J100 16,170 600,000 SH Call SOLE 0 600,000 0 0
ATLASSIAN CORP PLC CL A G06242104 17,630 60,000 SH Call SOLE 0 60,000 0 0
TWILIO INC CL A 90138F102 29,666 180,000 SH Call SOLE 0 180,000 0 0
QUALTRICS INTL INC COM CL A 747601201 5,710 200,000 SH Call SOLE 0 200,000 0 0
VIMEO INC COMMON STOCK 92719V100 356 30,000 SH Call SOLE 0 30,000 0 0